Using a web form to automatically deliver whitepapers to your visitors

Written by Noah Coffey on January 4, 2011

Posted in Form Hacks

A popular method of both providing valuable information to potential customers and collecting more details about your website visitors is to offer a whitepaper. Typically, in order to download and view a whitepaper, the visitor needs to submit some of their info, such as their name and email address. This kind of setup can easily be achieved using Formstack.

To start, you’ll need to create a basic form that asks the visitor for a few details that you would like to know about them (such as name, email address, etc.). Once you have that, you’ll need to add a confirmation email. This can be done on the Emails & Redirects option under the Settings tab in your online form builder account. The confirmation email will be sent any time someone fills out your form. As in the example provided, simply write the email and include a link to your whitepaper (you’ll need to host your whitepaper somewhere–on your server or a file hosting service).

Once you’ve finished, be sure to save the settings at the bottom of the Settings page. It is also good form to provide a custom form submission message. This is a chance for you to let your visitor know to check their inbox for the whitepaper.

This is all you need to do in order to provide an automated way to collect user information and deliver a whitepaper via email. To test this out, you can fill out the form I used to create this example.